FNBO

Senior Director, Portfolio Management

FNBO

full-time

Posted on:

Location Type: Office

Location: Omaha • Colorado • Montana • United States

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Salary

💰 $158,696 - $269,783 per year

Job Level

Senior

About the role

  • Responsible for individually managed accounts, including fixed income securities, equities and alternatives.
  • Monitor asset allocation and implement trades as needed.
  • Construct diversified portfolios within client investment objectives and constraints.
  • Implement strategies based on the Investment Committee’s approved list of investments.
  • Maximize investment returns commensurate with an acceptable level of risk.
  • Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.
  • Conduct effective presentations to clients to explain investment strategies and results.
  • Prepare for client meetings and partner with WM team to deliver outstanding service.
  • Represent investment team in new business activities.
  • Review and analyze prospective client portfolios and make recommendations.
  • Support new business activities with large and complex prospective relationships.
  • Communicate investment expertise in the community and serve as a mentor for the portfolio management team.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.

Requirements

  • 15+ years of experience in investment or wealth management
  • Bachelor’s degree in business or related field
  • CFA and CFP designation
  • Strong understanding of capital markets, global economy and asset allocation
  • Demonstrated expertise in a major asset class: Equities, fixed income, alternatives
  • Ability to explain complex investment concepts clearly to clients and advisors
  • Proven success in portfolio management with client-facing responsibilities.
Benefits
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fixed income securitiesequitiesalternativesasset allocationportfolio managementinvestment strategiescapital marketsglobal economy
Soft Skills
client experiencecommunicationpresentationmentorshipcollaboration
Certifications
CFACFP